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Swiss Heritage

Since 1985

About Us

Privately-Owned Financial Institution

We are a privately-owned financial institution, with over 37 years of Swiss heritage that exemplifies the finest wealth & asset management traditions.

As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth-management decisions.

We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.

Our key business areas are asset & wealth management, private equity & venture capital and family office services. We work exclusively with high & ultra-high-net-worth individuals, families and institutions.

Experience, Expertise and Excellence

Market Knowledge

More than 185 years of combined market experience

Specific Skillset

Equities, Fixed Income, Foreign Exchange, Loans, Mortgages,  Funds, Private Investments, Structured Products, Mergers & Acquisitions

Institutional Background

ABN, ANZ Bank, BAML, UOB, CIC, Natixis, BOS, Barclays, Citibank, Credit Suisse,  DBS, EFG Bank, Emirates Bank, HSBC, Julius Baer, Lloyds, Morgan Stanley, PWC, Safra Sarasin

Employment Experience

New York, London, Frankfurt, Tokyo, Paris, Zurich, Dubai, Singapore & Hong Kong

Research Capabilities

Dedicated teams committed Macro and Micro Research across asset classes: Fixed Income, Equity and Alternative Assets

Risk Management

Significant resources have been invested in developing robust and auditable investment processes

Our Management

Our Awards & Accolades

Crossinvest Recent Awards

Winner (2022) – Overall Digital Engagement – Wealth Briefing Asia

Winner (2022) – Innovative Use of Technologies – Wealth Briefing Asia

Winner (2022) – Best Client Service – Wealth Briefing Asia

Winner (2022) – Most Effective Investment Service Offering – Private Banker International

Winner (2021) – Rising Star for Asia-Pacific – Private Banker International

Winner (2021) – Best Independent Wealth Manager Singapore – International Business Magazine

Winner (2021) – Best Multi-Family Office – International Business Magazine

Founding Member – Association of Independent Wealth Managers (Singapore) (formerly known as Association of Independent Asset Managers (Singapore))